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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Service code 21 · EIN 36-3681493 | Bank Trustee | $31,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,584 | $106,247+93.5% | $147,096+39.8% | $77,714+164.5% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.21% | 56.87%-52.7pp | 419.75%-415.5pp | 31.26%-27.0pp |
| Employer contribution / active EE | $15,193 | $4,069+273.4% | $4,936+207.8% | $2,727+457.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $92 | $338-72.9% | $13,005-99.3% | $433-78.8% |